image

Clinic Reports & Analytics for Better Practice Management

Track performance, identify trends, and make informed decisions with healthcare reporting software built for real-world practice management.

image

Stay on top of performance

Cut through the clutter with 27+ clinic performance reports that cover everything from appointments to revenue. Track attendance, uncover patterns, and spot opportunities without digging through spreadsheets. It’s all the insight you need to run a better business backed by up-to-date practice analytics.

Revenue and payments breakdown

Monitor revenue trends, payment statuses, and overdue invoices. The Activity and Invoices & Payments reports feed straight into your Practice Dashboard for a complete financial picture.

No-show rates & attendance trends

Track attendance patterns and reduce missed sessions. Filter by appointment status in the Appointments report to see what’s improving, what’s slipping, and where follow-ups may be needed.

Referral sources and client demographics

Understand your practice’s reach. Zanda includes referral and demographic reports that highlight how clients find you, who engages, and where gaps may exist in your service delivery.

Upcoming appointments and cancellations

Stay ahead of schedule changes. Use the Appointments report to track upcoming bookings, flag cancellations early, and keep your practice running smoothly.

Practitioner caseloads

Get a clear view of practitioner workloads. Use the Sales, Activity, and Appointments reports to monitor caseload volume, spot imbalances, and support fair, efficient distribution across your team.

Financial reports for clinics in one view

View sales, payments, and claims data without jumping between systems. The Sales menu makes it easy to filter financials by date, service, or provider—all in one place.

Client retention and appointment counts

Stay in-the-know about client loyalty. Our Client Retention and Appointment Count reports reveal how often clients return and where your service model may need attention.

Client outcomes

Coming soon! Measure client progress over time. Our upcoming scoring feature will use completed forms to help you track and quantify outcomes across care journeys.

Service pack performance

Identify high-performing offerings. Filter the Sales report by service, product, or pack to support pricing decisions, marketing campaigns, or resource planning.

Insights for data-driven decisions

Use clinic reports and analytics to stay ahead of performance trends, operational gaps, and client needs.

Client reports

Understand your client base by tracking appointments, attendance rates, and birthdays. These insights help you tailor care plans, spot trends in engagement, and build loyalty through thoughtful touches like remembering a birthday or reaching out after missed sessions.

Financial reports

Stay in control of your finances with detailed reporting on accounts receivable, aged receivables, invoices, and payments. Zanda keeps you informed at every step—helping you monitor cash flow, track outstanding balances, and make confident, data-backed decisions.

System reports

Monitor your clinic’s activity with precision. Zanda system reports show daily, weekly, or monthly trends across referral sources, marketing logs, session expirations, and more. Track usage of add-ons like BizzyAI: Scribe, telehealth, and SMS to see what’s driving value and where to optimize for better performance.

Configurable reports

From clinic-wide trends to practitioner-level detail, Zanda turns your allied health data insights into configurable, exportable reports built to fit your workflow.

Clinic-wide and provider-level views

Adjust visibility based on roles. Zanda reports let you zoom in or out for practice-wide insights or filtered access by provider.

Appointment trends and no-show tracking

Catch attendance trends early. Monitor missed appointments by practitioner, client, or time period—so you can step in and reduce churn.

Custom date ranges

Focus on the timeframes that matter. Apply quick filters or set your own custom range to review patterns across any week, month, or season in the past or future.

CSV, PDF, & Excel exports

Control how you work. Export reports to CSV, PDF, or Excel for deeper analysis, easy sharing, or safe storage without losing formatting in the process.

Practice dashboard

Get the full picture. Appointments, income, and client statistics update in real time with filters by date, practitioner, or location—all from your central dashboard.

Custom column layouts

Use our custom report builder to tailor every report to your needs. Choose the data you want, set your layout, and make it work the way you do.

image

Trusted by practitioners like you

The generation of personal Tax Invoices and receipts allows me to individualise these invoices and to create third-party payments from care services such as NDIS payments. Being able to create monthly sales reports for tax returns is a huge time saver.
Gary S.
Easy to use platform, really good integrations, seamless billing and Medicare claiming. Runs all the reports we need for the practice, which helps us grow and be profitable. The team is responsive and helpful – everything you could possible need to ask is found easily in the online guides!
Caty Gierer
Everything I need to run my business in one place making it easy to access client files, store information, run reports and keep on top of my accounting, wherever and whenever I need to.
Vanya S.
Fantastic PMS. Easy to use and provides great financial reports. I love how it is integrated with Physitrack, Medicare, DVA and Stripe. Best decision I made to switch to Zanda.
Danielle Meldrum
“Zanda” is very easy to use, maintain and extract reports you need for your analysis and calculations. I always have a history of patient’s improvements, their activity and all financial reports periodically and by product or service. I recommend Zanda.
H.S.
I have used a number of medical practice software systems but for the price and flexibility, I would highly recommend Zanda. It has all the functionality you need to run a busy practice with multiple sites and multiple practitioners with as many service codes as you like. Reports provide all you need and can be downloaded in excel for further analysis.
Anthony Gurney

Zanda integrates seamlessly with…

MailChimp
Xero
Google Calendar
Stripe
icon
Zoom
Physitrack
Outlook
DVA
medicare
NDIS
Google Analytics

Professions we serve

image

Psychology

Designed for psychologists and clinical mental health professionals.

Zanda provides psychologists with secure, compliant tools to manage client records, simplify communication, and run remote sessions with ease.

  • Client Notes & Progress Tracking
  • Client Portal
  • Telehealth Integration
  • Claiming & Billing
icon Learn more
image

Counselling

Supporting counselors, psychotherapists, therapists, and social workers.

Zanda provides counselors with a secure and easy-to-use platform for efficient client management, enhanced communication, and impactful care.

  • Secure Client Notes
  • Appointment Scheduling & Reminders
  • Telehealth Integration
  • Client Invoicing & Payments
icon Learn more
image

Physiotherapy

Serving physiotherapists, and movement specialists

Zanda helps physiotherapists zip through their to-do lists with time-saving tools for appointment management, clinical notes, and exercise programs.

  • Appointment Reminders & Online Scheduling
  • Clinical Notes Templates
  • Physitrack Integration
icon Learn more
image

Speech Pathology

Supporting speech therapists, pathologists, and language specialists.

Zanda provides speech therapists with efficient tools for session management, assessments, and tracking client milestones.

  • Configurable Forms & Assessments
  • Group Session Coordination
  • Integrated Billing & Invoicing
icon Learn more
image

Occupational Therapy

Efficient tools for occupational therapists and rehabilitation specialists.

Zanda helps practitioners stay on top of appointment management, client documentation, and billing with an all-in-one system that’s easy to use.

  • User-Friendly Calendar & Bookings
  • Treatment Notes & Documentation
  • HIPAA-Compliant Telehealth
  • Automated Invoicing & Payments
icon Learn more
image

Allied Health

Occupational therapists, homeopaths, massage therapists, naturopaths, and more.

Zanda helps allied health professionals thrive with specialized tools to manage sessions, track progress, and process payments.

  • Clinical Notes & Templates
  • Group Session Management
  • Automated Invoicing
icon Learn more
image

Osteopathy

The right tools for osteopaths and musculoskeletal health professionals.

Zanda makes practice management simple with flexible scheduling, secure documentation, and automated billing, ensuring smoother practice operations.

  • Multi-Location Calendar
  • Custom Notes & Body Charting
  • HIPAA-Compliant Zoom Telehealth & Client Portal
  • Integrated Invoicing & Payments
icon Learn more
image

Social Work

Designed for social workers, case managers, and behavioral health professionals.

Zanda provides client-centered tools for appointment coordination, documentation, and communication, ensuring smooth workflows and more effective support services.

  • One-Click Calendar Management
  • Access Notes from Anywhere
  • HIPAA-Compliant Telehealth
  • Custom Forms & Invoicing
icon Learn more
image

Massage Therapy

Practice management for massage therapists and bodywork practitioners.

Zanda makes it easy to organize appointments, track treatment progress, and handle billing for efficient practice operations.

  • Online Booking & Reminders
  • Custom Notes & Progress Tracking
  • Secure Client Management
  • Intuitive Invoicing & Payments
icon Learn more
image

Chiropractic

Efficient tools for chiropractors and spinal health professionals.

Zanda helps chiropractors simplify patient management with easy scheduling, secure documentation, and hassle-free billing—all in one platform.

  • Drag-and-Drop Calendar
  • Custom Treatment Notes
  • HIPAA-Compliant Intake Forms
  • Integrated Invoicing & Payments
icon Learn more
image

Mental Health

Designed for therapists, psychologists, counselors, and social workers.

Zanda equips mental health practitioners with secure tools for client management, telehealth, documentation, insurance claiming, and documentation.

  • HIPAA-Compliant Zoom Telehealth
  • Custom Treatment Notes
  • Online Booking & Reminders
icon Learn more
image

Podiatry

Supporting podiatrists and foot health specialists.

Zanda helps podiatrists stay organized with seamless appointment coordination, secure documentation, and integrated billing—keeping the focus on patient outcomes.

  • Intuitive Calendar & Bookings
  • Custom Treatment Notes
  • HIPAA-Compliant Zoom Telehealth
  • Flexible Invoicing & Payments
icon Learn more
image

Nutrition

Practice management for nutritionists, dietitians, and wellness practitioners.

Zanda improves scheduling, documentation, and billing with tools built to support client progress and coordinate daily tasks.

  • Intuitive Calendar & Bookings
  • Custom Notes & Progress Tracking
  • HIPAA-Compliant Telehealth
  • Flexible Invoicing & Payments
icon Learn more
image

Naturopathy

Simplified admin for naturopaths and holistic wellness practitioners.

Zanda helps naturopaths manage client appointments, records, and payments with ease, ensuring a well-organized workflow.

  • Drag-and-Drop Calendar
  • Custom Notes & Session Tracking
  • Client Portal & Telehealth
  • Integrated Invoicing & Payments
icon Learn more
image

Homeopathy

All-in-one system for homeopaths and holistic health practitioners.

Zanda simplifies practice management with easy scheduling, secure client records, and integrated billing, reducing admin work for a smoother workflow.

  • Flexible Calendar & Bookings
  • Custom Treatment Notes
  • HIPAA-Compliant Telehealth
  • Automated Invoicing & Payments
icon Learn more
image

Acupuncture & Chinese Medicine

Simplified admin for acupuncturists and Chinese medicine practitioners.

Zanda reduces admin workload and improves efficiency for holistic health practitioners with easy calendar management, secure documentation, and seamless billing.

  • User-Friendly Calendar & Bookings
  • Custom Treatment Notes
  • HIPAA-Compliant Zoom Telehealth
  • Integrated Invoicing & Payments
icon Learn more
image

Personal Training

Supporting personal trainers, fitness coaches, and strength specialists.

Zanda includes streamlined scheduling, online payments, and secure client management.

  • Easy Scheduling & Automated Reminders
  • Configurable Note Templates
  • Client Portal & Zoom Integration
  • Invoicing & Payments
icon Learn more